What lead follow-up should a contractor automate?
Automate the reminders and first replies that people forget when they are busy: a text back for missed calls, a confirmation for new inquiries, reminders before site visits and follow-ups on sent estimates. Keep pricing, scoping and judgment calls with your team.
Worth automating
- A text back when a call is missed.
- A confirmation that a web inquiry was received, with the next step.
- Reminders before site visits.
- Follow-ups on estimates that have not been answered.
- A review request after the job is complete.
Keep people in the loop
Every automated message should come from your business, tell the customer how to reach a person and stop when they reply. Automation keeps the schedule; your team still decides price, scope and timing.